Description
Get on board fast with a standard Quick Start, that covers your happy path use cases following a best practice implementation.
The Quick Start for Salesforce CPQ covers all areas of the CPQ process. We will configure a few bundles for you, that you can use as a blueprint for the rest of the product catalog. We will configure pricing master data, with support from a few price rules if needed. We will prepare a quote template and implement a typical approval process using Advanced Approvals. Finally, if you have a subscription-based business model, we will configure CPQ to support the full CPQ cycle, from new business deals to amendments and renewals.
The project scope for a Standard Quick Start for Salesforce CPQ is as follows:
- Up to 20 custom fields
- Up to 3 bundles
- Up to 10 product features
- Up to 30 Product Options
- Up to 5 product rules
- Up to 10 price rules
- 1 quote template
- Up to 5 approval rules
- Knowledge transfer to your team and 1 week of hyper care
Quick Start projects are also a great way to train your team members on the Salesforce CPQ package, in a personalized fashion.
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